See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,786 | $63,346-15.1% | $92,233-41.7% | $70,131-23.3% |
| Participation rate | 89.2% | 68.7%+20.6pp | 76.5%+12.8pp | 69.5%+19.7pp |
| Annual return | 18.33% | 530.12%-511.8pp | 176.28%-157.9pp | 73.14%-54.8pp |
| Employer contribution / active EE | $2,701 | $2,471+9.3% | $3,679-26.6% | $2,342+15.3% |
| Participant deferral / active EE | $4,793 | $2,854+67.9% | $3,897+23.0% | $3,332+43.9% |
| Admin fee / account holder | $4,654 | $3,840+21.2% | $5,194-10.4% | $4,645+0.2% |